Client Relationship Consultant 3 (Banker) - Santa Fe San Mateo (30 hrs) - $1000 Sign on Bonus
U.S. Bank 4.6
U.S. Bank job in Santa Fe, NM
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications
- High school diploma or equivalent
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer's true needs while leveraging a digital first mindset
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred
Location Expectation:
This role requires working from a U.S. Bank location for all scheduled work days.
#BranchWest
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $24.38
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$20-24.4 hourly Auto-Apply 6d ago
Looking for a job?
Let Zippia find it for you.
Senior Information Technology Auditor
SNI Financial 4.2
Dallas, TX job
SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position!
This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial.
This position will include a structured path for growth, excellent benefits, and a competitive compensation package.
In order to be considered for this opportunity, you must have the following:
3+ years' experience within IT audit or risk assessment
Having an active, or near completed CISA, CIA, or CISM certification
Previous experience working within a national and public firm
Strong communication and collaboration skills
If you meet the requirements above and are looking to learn more, please apply with an updated resume.
$85k-114k yearly est. 5d ago
Portfolio Risk Lead - Quantitative Risk & Modeling
Trexquant Investment 4.0
Stamford, CT job
A financial services firm in Stamford, Connecticut, is seeking an experienced Portfolio Risk Specialist to lead and expand its Risk Management Team. You will enhance risk management platforms, develop risk analysis metrics, and implement risk mitigation strategies for a growing portfolio of asset classes. The ideal candidate has over 5 years of experience in portfolio risk management and strong quantitative skills. A collaborative and friendly work environment awaits you, along with competitive compensation and comprehensive health benefits.
#J-18808-Ljbffr
$113k-174k yearly est. 4d ago
Head of LLM Application Team (USA)
Trexquant Investment LP 4.0
Stamford, CT job
We are seeking a Head of a LLM Application Team to lead the design and development of cutting‑edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real‑world applications and be excited to explore transformative use cases across quantitative research and trading.
Responsibilities
Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals.
Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading.
Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state‑of‑the‑art techniques to inspire transformative applications in systematic finance.
Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state‑of‑the‑art techniques to enhance systematic investment strategies.
Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities.
Lead and build a high‑performing team of machine learning engineers and researchers, fostering innovation and excellence.
Qualifications
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
2+ years of experience in researching and applying LLM technologies.
Proven leadership experience in managing a team of quantitative members. Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Pre‑tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer
#J-18808-Ljbffr
$87k-127k yearly est. 1d ago
Head of Enterprise Risk
Cambridge Associates LLC 4.8
Boston, MA job
Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment.
#J-18808-Ljbffr
$161k-210k yearly est. 5d ago
First Mate (Relief Captain)
Callan Marine 4.3
Galveston, TX job
As a first mate, you will, under the supervision of the captain, be accountable for the safe operation of the vessel, including, but not limited to, navigational responsibilities, operation of various ship systems, and directing the various crew leaders of the vessel. As the second in command, you will be responsible, alongside the captain, for the safety and security of the vessel, crew, and equipment.
ROLE AND RESPONSIBILITIES
Responsible for assisting the captain in the safety of the crew members.
Assisting the captain in voyage plans, navigation, and operation of the vessel.
Assisting the captain with vessel inspections and certifications.
Supervising and coordinating activities of the various crews on the vessel delegating daily tasks to ensure operational success.
Performing regular maintenance and safety checks on the vessel's equipment and systems.
Operating the vessel and maintaining stability during operations.
Steering and operating vessel, using e-charts, radios, depth finders, radars, lights, buoys, or lighthouses.
Keeping accurate logs while on duty as well as Daily Project Reports (DPR)
Preparing vessel documents, port call documents, provision orders, purchase orders, etc.
Maintaining vessel inventory and updates for bridge equipment.
Maintaining accurate crew schedules following IMO Crew Rest Hours.
Inspect vessel to ensure efficient and safe operation of equipment and conformance to Coast Guard inspection regulations.
Preparation, management, facilitation, and completion of safety meetings, safety drills, Job Safety Analysis and/or Hazard Analysis.
Follows company and work site safety policies/procedures and commits to an "incident and injury free" work environment.
Performs other related duties as assigned.
QUALIFICATIONS AND EDUCATIONAL REQUIREMENTS
Credentials must list mate, pilot, or master with indication for mate of towing vessels.
Credentials must have at least a 300 gross tonnage endorsement.
Credentials must have proper route endorsement for inland or nearshore routes. Western Rivers or Great Lakes only endorsements are NOT sufficient.
Must be able to multitask safely and efficiently.
Must have good communications skills with both crew and office.
Must have the ability to travel and stay aboard vessel for 21 day hitch.
Credentials must have proper route endorsement for inland or nearshore routes. Western Rivers or Great Lakes only endorsements are NOT sufficient.
Must be able to multitask safely and efficiently.
Must have good communications skills with both crew and office.
Must have the ability to travel and stay aboard vessel for 21 day hitch.
PHYSICAL/MENTAL REQUIREMENTS
The employee must perform the job's essential functions with or without reasonable workplace accommodation.
The individual must also be able to wear and properly utilize appropriate personal protective equipment (PPE) to work or visit within areas where it is required. This includes hard hat, safety glasses, life vest, respirators, ear plugs, steel toed shoes, personal flotation devices (PFD's), or other protective equipment as required by the work performed and location the work is being done.
In addition, the employee must also be capable of:
Walking, stepping, climbing, or otherwise moving from one location on the job site to another, which may be of varying heights and access parameters.
Standing, stooping, twisting, bending, crouching, kneeling, squatting, climbing, or sitting repetitively and/or for long periods of time.
Repetitive movements by feet, shoulders, arms, wrists, hands and back in performance of work.
Must be able to lift and carry 30lbs individually. Anything greater than 30lbs and up to 60lbs will require additional lifting means.
Must be able to push and pull at peak force of 150lbs.
Climbing stairs and/or vertical ladders of a height of 6ft or greater.
Working in confined work areas and/or elevated heights.
Adapting to temperature changes, outdoor conditions, and prolonged exposure to dusty, wet, or humid conditions, loud noises, and vibration.
The Company expects and requires all employees to observe and fulfill all safety responsibilities as outlined in workplace safety training, and actively work toward maintaining a safe workplace. Failure to do so can result in disciplinary action, up to and including termination of employment. Regular attendance and punctuality are required of all employees.
Callan Marine, Ltd. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of and will not be discriminated against based on gender, sexual orientation, gender identity, race, color, ethnicity, national origin, religion, age, veteran status, disability status, genetic information, or any other protected category.
Callan Marine, Ltd. reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment. Employment at Callan Marine, Ltd. is on an "at-will" basis. Employment security cannot be guaranteed for or by any employee.
$65k-102k yearly est. 5d ago
Data Center Construction Manager
Blackrock Resources LLC 4.4
Hartford, CT job
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Data Center Construction Manager in Hartford, CT
$85/hr. - $100/hr.
Contract role, on-site
Regional travel required / extended onsite assignments
We are currently seeking a Data Center Construction Manager to lead large-scale data center construction projects throughout Connecticut. This role is ideal for a hands-on construction leader with deep technical knowledge and a strong track record delivering mission-critical facilities.
What You'll Be Responsible For:
Lead end-to-end execution of large-scale data center construction projects
Manage civil/site work, structural activities, and full MEP coordination
Oversee commissioning activities and ensure readiness for turnover
Direct and coordinate multiple subcontractors while maintaining schedule, budget, and quality
Enforce site safety programs and ensure compliance with all regulatory requirements
Collaborate closely with owners, vendors, utilities, inspectors, and internal teams
Track progress, resolve field issues, and drive projects to successful completion
Support extended onsite assignments and regional travel as required
What We're Looking For:
Proven experience managing data center construction projects
Strong background in civil/site work, MEP systems, and commissioning
Experience with Primavera P6
Demonstrated success managing subcontractors, schedules, budgets, and safety programs
Excellent communication skills with owners, vendors, utilities, and internal stakeholders
Ability to operate effectively in fast-paced, high-visibility environments
Willingness and availability for extended onsite assignments
This is a strong opportunity for a seasoned construction professional who thrives in complex, high-demand data center environments.
$85-100 hourly 2d ago
performance Engineer/tester
Omega Solutions Inc. 4.1
San Francisco, CA job
This is Ashok from Omega solutions. This is regarding an immediate opening for Performance Engineer. please find the below description and let me know your interest.
Job details:
Performance Engineer III
Duration: 05+ Months
Description :
Designs, configures and runs performance tests, collects performance data, profiles the code, designs architecture and code changes to improve performance, implements code changes or works with other developers to implement changes as appropriate.
Seasoned Professional 5+ years experience.
Additional Information
If you are interested in this opportunity, please email me your most update resume: I look forward to connecting with you on this and/or other opportunities. I am always looking to network, so if you are in the market or just interested in hearing about future opportunities, please send me a current resume along with your hourly compensation requirements.
#J-18808-Ljbffr
$121k-168k yearly est. 1d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
#J-18808-Ljbffr
$155k-236k yearly est. 3d ago
Private Bank, Private Equity Lending Associate (Boston, MA)
Citizens Bank 3.7
Boston, MA job
The Private Bank, Private Equity Lending Associate (Fund Finance) will function as underwriter and portfolio manager of a commercial loan portfolio within the Private Bank's Boston office. The Lending Associate will focus primarily on private equity / venture capital fund finance transactions (including capital call lines of credit, management company financings, and general partner financings) with a willingness to occasionally handle C&I and CRE transactions. Private Equity Lending Associate should be experienced in credit analysis, loan structuring, legal documentation, credit policy, lending origination systems, and regulatory requirements involved in private equity / venture capital fund finance. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.
Primary responsibilities
Works closely with Relationship Manager and client to identify lending needs and solutions.
Serve as the client day-to-day contact for credit-related inquiries and requests.
Ability to interact with private equity/venture capital clients and understand operating models of client businesses
Underwrite credit approval packages for new credit product originations or renewals and modifications to existing credit facilities, including: capital call lines of credit / subscription facilities, revolving lines of credit to management companies, term loans to management companies, general partner loans to corporate borrowers, and standby letters of credit.
Performs analysis of client's financials to determine loan eligibility.
After Relationship Manager handoff, serves as main point of contact for all internal/external parties to lending transactions while keeping the RM updated.
Manages end-to-end loan process with clients and internal/external partners from inquiry through post-closing (e.g., presents loan requests to Credit Officer for approval, assists with closing coordination and any post-closing requests).
Manage the existing portfolio of credit facilities to ensure operations are in compliance with terms structured in credit agreements.
Proficient use of Moody's CreditLens or similar application to complete financial analysis and spreads. Analyze cash flow reports, calculate ratios, recognize and describe trends and identify recurring and non-recurring sources of cash flow.
Monitors pipeline to ensure loan workflow is efficient and meeting closing deadlines.
Maintains a high level of quality control for verifying accuracy of financial and loan documents.
Qualifications
3+ years of commercial credit analysis experience with private equity/venture capital (capital call lending, management company credit facilities).
BA/BS Degree required with concentration in business, finance and/or accounting preferred.
Strong decision-making, interpersonal and communication skills; including the ability to clearly understand and convey complex concepts, both written and verbal.
Excellent organizational and time-management skills, and high attention to detail and accuracy.
Self-motivated and self-disciplined, with the ability to work effectively with little supervision.
Willingness to focus primarily on fund finance transactions but also handle occasional C&I and CRE transactions. Experience across all three lending verticals is not essential - the Team will help the candidate get up to speed.
Advanced familiarity with Word, Excel, and PowerPoint.
Experience with Moody's CreditLens is a plus.
Hours & Work Schedule
Hours per Week: 40 (note: this is an exempt position and meeting deadlines requires flexibility in time management and additional hours)
Work Schedule: M-F
Location: 772 Boylston St., Boston, MA (4 days in office required; 1 day WFH)
Pay Transparency
The salary range for this position is $100,000 - $130,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, the text above has been intentionally summarized to reflect the original content and does not include a clickable link.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
#J-18808-Ljbffr
$100k-130k yearly 3d ago
Emerging Middle Market Commercial Banker VP
Jpmorgan Chase & Co 4.8
San Diego, CA job
A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies.
#J-18808-Ljbffr
$64k-112k yearly est. 2d ago
Head of Sales, NA - SaaS GTM & Growth Leader
Antler 3.7
San Francisco, CA job
A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises.
#J-18808-Ljbffr
$140k-214k yearly est. 3d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA job
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth.
#J-18808-Ljbffr
$105k-140k yearly 2d ago
Manager Trainee
Security Finance 4.0
Commerce, GA job
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills?
This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, "Come Begin Your Story" as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
Develop, direct, train, and manage branch personnel with supervisor direction and assistance
Maintain office cash with accuracy and security
Achieve account gain through proven loan judgement and effective customer solicitation
Ensures prompt completion of loan process
Minimizes delinquent debt through collection activities both by verbal and written communication
Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
Ensures compliance with state and federal lending regulations and Company policies
Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin
$35k-43k yearly est. 6d ago
Billing Specialist
Hale International 3.4
New York, NY job
Billing Specialist - Workday Financials / PSA - Contract
Hale International is supporting a Workday Financials environment approaching a Workday Financials and PSA go-live and is seeking an experienced Billing Specialist to provide hands-on billing support during this critical phase. The focus of this engagement is to take ownership of day-to-day billing operations while the internal accounting team remains focused on implementation, testing, and data validation activities.
This role will play a key part in stabilising billing operations pre- and post-go-live, ensuring accurate invoicing, strong prebill controls, and effective collaboration with project and regional teams.
Key Responsibilities:
Own day-to-day billing operations during the Workday Financials and PSA implementation and go-live period.
Prepare, review, and issue client invoices using Workday Billing / PSA, ensuring accuracy and timeliness.
Partner closely with project managers to review billing inputs, validate time and expense data, and finalise invoices.
Manage hourly, time & expense, and multi-rate project billing, including complex project structures with multiple rates.
Review and validate prebills, resolving discrepancies prior to invoice generation.
Support billing for complex project portfolios spanning multiple regions and teams.
Assist with data validation and billing-related testing activities as required.
Act as a Workday super user, supporting internal users post go-live and helping train the team on Workday billing processes.
Support billing stabilisation and early optimisation following go-live.
Required Experience:
Proven experience as a Billing Specialist or Billing Analyst using Workday Financials and/or Workday PSA.
Strong background in project-based, time & expense, and hourly billing environments.
Experience working closely with project managers and operational teams on billing and invoicing.
Hands-on experience with prebills, rate validation, and invoice accuracy.
Comfortable operating in fast-paced environments during system implementations or transformations.
Strong communication skills and confidence supporting and training end users on billing processes.
Experience with Vantage Point is beneficial but not required.
This is a strong opportunity to step into a hands-on billing role during a Workday Financials and PSA go-live, providing immediate value through operational ownership, billing accuracy, and post-go-live support.
Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance (“GFCC”) Strategy Team, you will provide meaningful guidance to lines of business (“LOB”) as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control (“OFAC”). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs.
Job responsibilities
Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal;
Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation);
Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews;
Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk;
Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned;
Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions;
Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Required qualifications, capabilities and skills
Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit;
Bachelor's degree or equivalent experience required;
Recent experience working in the digital assets space
Knowledge of OFAC regulatory requirements;
Banking experience inclusive of knowledge onbanking processes, products, and controls;
Ability to work independently on multiple assignments and meet deadlines in a fast paced environment;
Advanced problem solving and critical thinking skills;
Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management
Preferred qualifications, capabilities and skills
Proven experience and extensive familiarity working in a complex multi-national organization
#J-18808-Ljbffr
$75k-109k yearly est. 3d ago
Credit Analyst
Churchill Real Estate 3.2
Charlotte, NC job
As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments.
Monitor loan portfolio performance and report on trends or emerging risks.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related field.
2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$56k-86k yearly est. 4d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL job
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
#J-18808-Ljbffr
$123k-219k yearly est. 1d ago
Malware Defense Malware Analyst
Bank of America 4.7
Denver, CO job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Bank of America is one of the world's leading financial institutions, serving over 66 million consumers and small businesses. Company success is only possible with a strong cyber defense, which enables Bank of America to safely conduct global operations across the United States and in approximately 35 countries. Our primary goal is to safeguard not only the company, but our clients and their trust. The Malware Defense Team is looking for top talent who would like to join one of the most advanced cybersecurity teams in the world.
Responsibilities
In‑depth analysis of malware, including authoring analysis reports.
Tracking malware campaigns, malicious actors, and related infrastructure.
Creation of tools and scripts to assist in the analysis of malware analysis.
Field escalations of potentially malicious files and websites from teams within Malware Defense.
Required Qualifications
Strong direct experience of analyzing malware.
Intermediate to advanced malware analysis skills.
Experience creating innovative ways to track progression of malware families, infrastructure, and campaigns conducted by e‑crime, and cyber espionage actors.
Experience creating tools and scripts to accelerate malware and threat analysis.
Background in network traffic analysis - WireShark, Fiddler, proxy logs, etc.
Experience analyzing malicious web content such as ClickFix, ClearFake, SocGholish, etc.
Experience authoring YARA, Suricata, and EKFiddle detection rules.
Experience with penetration testing and/or adversary emulation is a plus.
Able to work independently on tasks, but also work well within a team environment.
Desired Qualifications
Experience analyzing malware targeting Linux, Android, and IOT platforms.
Skills
Cyber Security
Data Privacy and Protection
Problem Solving
Process Management
Threat Analysis
Business Acumen
Data and Trend Analysis
Interpret Relevant Laws, Rules, and Regulations
Risk Analytics
Stakeholder Management
Access and Identity Management
Data Governance
Encryption
Information Systems Management
Technology System Assessment
Shift
1st shift (United States of America)
Hours Per Week
40
Pay Transparency details
US - CO - Denver - 1144 15th St - Denver Gis (CO9926), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540)
Pay and benefits information Pay range $95,700.00 - $144,900.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
#J-18808-Ljbffr
$95.7k-144.9k yearly 1d ago
Client Relationship Consultant 3 (Banker) - Santa Fe San Mateo (30 hrs) - $1000 Sign on Bonus
Us Bank 4.6
Us Bank job in Santa Fe, NM
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
* High school diploma or equivalent
* Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Thorough knowledge of applicable bank and branch policies, procedures and support systems
* Thorough knowledge of all retail products and services
* Proven customer service and interpersonal skills
* Experience in participating in sales campaigns/promotions
* Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
Location Expectation:
This role requires working from a U.S. Bank location for all scheduled work days.
#BranchWest
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $24.38
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.